03 March 2025

ontrack Prospect Workflows

The following workflows are relevant for ebs: ontrack Learner Hub:

  • Applications\Learner Portal folder
    • Application Created – the Send Application Confirmation Email workflow is included by default
    • Enquiry Created – the Send Enquiry Confirmation Email workflow is included by default
    • Enrolment Created - the Send Enrolment Confirmation Email is included by default
    • Learner Created – the Send Learner Created Confirmation Email workflow is included by default
    • Offer Updated – there is no default workflow included

      Learner Portal workflow triggers

  • Application\Applications folder
    • Interview Created/Updated – the Notify Learners and Staff About Interview V4 workflow is included by default

      Interview Created/Updated workflow

The following scheduled workflows are relevant for ebs: ontrack Learner Hub:

  • Learner Portal Re-engagement Email - sends an email to learners who have not completed the full enrolment process
  • Rollback uncommited Basket Item Enrolments - changes or deletes enrolment progress codes and cleans up older application re-engagement links

    Default Prospect scheduled workflows

Refer to the Use Workflow Manager for further information on using workflows.